Lifeworks Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,952
Closed -$264K 340
2024
Q4
$264K Buy
2,952
+305
+12% +$27.2K 0.05% 254
2024
Q3
$237K Buy
+2,647
New +$237K 0.05% 259